• 2 Boston House, Fifth Avenue Business Park, Team Valley, Gateshead, NE11 0HF
  • Support 0191 491 4119
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Ryan (DipPFS)

Managing Director

Ryan founded the company in 2014 after 10 years industry experience with local wealth management practices. As a Partner of his previous firm, Ryan offers a breadth of knowledge and a wealth of experience in all aspects of business and the financial services industry. As an active member of the Investment Committee Ryan brings innovative ideas to the table and helps develop strategies to create and manage wealth, aimed at providing clients with the comfort that their financial needs are being professionally managed at all times. He continues to further his knowledge through an ongoing commitment to research and training towards higher qualifications.

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Chelsey (APFS)

Chartered Wealth Manager

Chelsey brings years of academic knowledge and business experience to her role at Seven Bridges IM. As the youngest member of the team, Chelsey offers a vital insight in to forward thinking business progression for the continued improvement of Seven Bridges IM. Chelsey qualified as a Wealth Manager in May 2019 and is achieved Chartered status in April 2022. Chelsey works closely with the clients of Seven Bridges IM specialising in Protection and is able to access products and services from a range of providers enabling access to the whole of market.

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Pete (DipPFS)

Wealth Manager

Following 25 years running his own Wealth Management Practice Pete retired from the industry in 2018. After a suitable rest period, Pete joined the team in April 2020 as the Office Manager to add his experience in running a practice. Apart from looking after the day to day management of the business, he will also sit on the Investment Committee to add his knowledge of the Investment Markets to the business.

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Michael (DipPFS)

Wealth Manager

Michael has been working in Financial Services for 32 years, the majority of this time at Barclays Bank, gaining valuable experience in all aspects of financial planning for both personal and corporate clients. Building on this experience Michael has more recently been focusing on advising clients with regards to their Pensions and helping them at every stage of their Retirement journey, offering impartial assistance on the full range of Pension options to achieve their retirement objectives. Michael takes pride in his ethical and thorough approach to providing advice in this complex area. In his spare time he enjoys watching his son compete at Athletics and helping his daughter with her business.

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Kris (DipPFS)

Wealth Manager

Kris has recently qualified as a Financial Adviser and is currently building upon his experience as a Paraplanner to provide him with an overall knowledge base to advise and assist clients with all aspects of their Financial Planning. Kris is an all round optimist, dog enthusiast and father of one, Barry (black pug) and yes, pics are available upon request.

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Anelia

Operations Manager

Anelia joined the company in late 2020 with previous academic and professional experience in events management and marketing, as well as professional experience in retail management. Following a year in the financial services industry and working in the admin department, she now oversees the various teams and operations across the business. Anelia also focuses on analysing and improving the organisational processes as well as the quality, productivity, and efficiency whilst managing the office.

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Emily (DipPFS)

Paraplanner

Emily joined the Seven Bridges team in December 2021, having worked within financial services since 2017. Her role involves supporting the wealth managers by collating research, producing financial review reports and preparing suitability reports, whilst ensuring clients’ needs and objectives are met. Emily achieved DipPFS status in August 2021 and is keen to complete further examinations to develop her technical knowledge and understanding.

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Lauren

Junior Paraplanner

Prior to joining the team at Seven Bridges, Lauren spent 5 years as Cabin Crew for Emirates Airline. She had previously studied business management, gaining a range of skills and knowledge which she has applied across her career. After concluding her studies, she gained employment as an Accounts Assistant, developing knowledge of accounting software before briefly moving into the role of a PA, supporting the CEO to enable the smooth running of the business. Throughout her career, she has taken pleasure in building a friendly relationship with customers and clients and has always been very confident and proud to provide exceptional service, help and advice. She now provides support to the wealth planners including producing reports and documentation for client’s financial reviews and meetings. Lauren is hoping to become a Financial Paraplanner, following the associated qualification route and is currently studying for R04.

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Jamie (BSc)

Senior PHP Developer

Joining Ryan on day one, Jamie brings years of academic knowledge and business experience to his role. Possessing a strong understanding of systems development, Jamie will be integral to the continous improvement of the business for the benefit of our clients. Offering support for the Wealth Managers of Seven Bridges, Jamie will develop efficient methods of information exchange for clients. Coupled with technological knowledge of various media platforms he will enable the business to remain forward thinking by delivering innovative business solutions.

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Georgia

Administrator

Georgia joins us having worked at a previous life insurance and pensions company. She has previously studied and been awarded a degree in Accounting and Finance at the University of Edinburgh. Georgia was looking for an opportunity to pursue a career in the financial service industry and believed that Seven Bridges, a company with a clear vision for growth, was the perfect opportunity for individual progression. Georgia provides administrative support to the financial advisors by preparing for client meetings and supporting the processing of new business to ensure a smooth service for every client and the business.

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Anna

Administrator

Anna has recently joined the team after having previous experience in retail management. Having felt like it was time for a different career path, Anna has joined as an administrator. Anna’s role consists of helping the financial advisers with administrative support. Pulling from her previous experience, Anna has a keen eye for attention to detail and is well organised.

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Shevon

Data Analyst

Shevon joined Seven Bridges in 2021 with previous experience in a financial setting and more recently, working within the NHS. Shevon was looking for an opportunity to pursue a career in the financial service industry and is really excited to have joined the team here at Seven Bridges. Shevon provides daily support to financial advisers as a Data Analyst, by liaising with providers, updating client records and general administration.